Armlogi Holding 2025 Q4 Earnings Record Loss Despite Revenue Growth

Armlogi Holding (BTOC) reported its fiscal 2025 Q4 earnings on Sep 25th, 2025. The company delivered a 12.5% year-over-year revenue increase to $50.94 million in Q4 2025, marking positive top-line growth. However, it swung to a loss of $0.13 per share, a dramatic shift from a $0.01 profit in the prior year. The stock price reacted with a 10.58% rise on the latest trading day but continued to face downward pressure with a 2.54% weekly decline and a 23.84% month-to-date slump.

Revenue
Armlogi Holding’s total revenue for fiscal 2025 Q4 reached $50.94 million, a 12.5% increase compared to $45.29 million in the same period last year.

Earnings/Net Income
The company swung to a net loss of $5.29 million in Q4 2025, representing a 2138.0% deterioration from a net income of $259,397 in Q4 2024. On a per-share basis, this equated to a loss of $0.13 per share, down from $0.01 in the prior year—reflecting a 2117.7% negative change.

Price Action
Following the earnings report, Armlogi’s stock surged 10.58% in the latest trading session but continued to face headwinds, with a 2.54% decline during the most recent full week and a significant 23.84% drop month-to-date.

Post Earnings Price Action Review
Despite the disappointing earnings outcome, Armlogi’s CEO, Aydi Chou, expressed confidence in the company’s long-term positioning. He noted strong demand for the company’s supply chain solutions and the strategic value of its expanding U.S. infrastructure, which includes 10 warehouses totaling 3.9 million square feet. Chou emphasized optimism about the cross-border e-commerce market and the company’s advanced technology and growing customer base. Looking ahead, the company anticipates revenue growth in fiscal 2026 driven by the expansion of its logistics network and diversification of customer base, with gradual margin improvement expected as the business scales and operational efficiencies are realized. However, the EPS performance in Q4 2025 is clearly a negative development, signaling significant financial headwinds.

CEO Commentary
Aidy Chou, Co-Founder, Chairman, President & CEO, highlighted that fiscal 2025 was marked by significant growth and strategic investment, despite operational challenges and cost pressures. He emphasized strong revenue growth driven by standard demand for the company’s comprehensive supply chain solutions and an expanding warehousing footprint and customer base. He expressed confidence that Armlogi’s U.S. infrastructure, including 10 warehouses totaling 3.9 million square feet, its advanced technology, and growing customer base position the company for long-term success in the cross-border e-commerce market. His tone conveyed optimism about future opportunities.

Guidance
The company expects continued revenue growth in fiscal year 2026 driven by demand for logistics services, expansion of its 10-warehouse network, and diversification beyond PRC-based customers. It anticipates new customers in both domestic and international markets will contribute to results, though no single contract is expected to be material. While no specific timelines were provided for achieving consistent profitability or positive free cash flow, the company expects gradual margin improvement as its infrastructure reaches full utilization and efficiency gains from technology investments take effect, assuming stable market conditions and successful execution of growth strategies.

Additional News
In its full-year 2025 report, Armlogi Holding Corp. (BTOC) announced a 14.0% increase in total revenue to $190.4 million for the fiscal year ended June 30, 2025, compared to $167.0 million in the prior year. This growth was driven by strong demand for the company’s transportation and warehousing services. However, the company faced a significant rise in costs, with service costs increasing by 29.9% to $193.4 million. This led to a gross loss of $3.0 million, a sharp contrast to the $18.1 million gross profit in 2024. General and administrative expenses also rose by 47.2% to $14.7 million. The company ended the year with a net loss of $15.3 million, or $0.37 per share, compared to a net income of $7.4 million, or $0.19 per share, in 2024. Management attributed these challenges to increased freight costs, particularly with carriers like FedEx and UPS, as well as the costs of expanding its warehouse network. Despite these difficulties, Aydi Chou, CEO, remained confident in the company’s long-term prospects, citing its expanded infrastructure and technology-driven strategy.